About Me
Founder, Veena Finserv | Enabling 200+ Investors to Build & Safeguard Wealth | AMFI Registered Mutual Fund Distributor | Life & Health Insurance | Wealth Creation + Income Protection = True Security
Personal Finance Professional with 16+ Years of Experience, helping families, NRIs, and busy professionals build wealth and secure their financial future with simplified, goal-based financial strategies.
Mission:To empower individuals with the right financial solutions to manage risks, grow wealth, and achieve financial security.
Vision: To help people take control of their finances with confidence and adapt to life’s financial challenges.
How I Can Help:
*Goal-Based Financial Strategies
*Wealth Creation & Investment Solutions
*Insurance for Income Replacement, Protection & Security
*Building Strong Financial Habits for Long-Term Success
A lifelong learner of personal finance, focused on understanding real people and their money behavior.
Let’s connect and build a strong financial foundation together!
About Work Experience
16+ years of experience in personal finance services, helping 200+ families, including NRIs and busy professionals, build wealth and secure their financial future.
I offer simple, goal-based investment and insurance solutions tailored for long-term growth, protection, and financial confidence.
Mission: To provide the right financial solutions for wealth creation and risk management.
Vision: To help people take control of their finances and navigate life’s challenges with ease.
Experience & Qualification
Qualification
MBA-Business Economics & ..
Experience as an Advisor
16 Years
Total work Experience
16 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance